BROADRIDGE FINANCIAL SOLUTIONS, INC. — fact timeline
Source-grounded facts extracted from BROADRIDGE FINANCIAL SOLUTIONS, INC.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
BROADRIDGE FINANCIAL SOLUTIONS, INC. incurred senior notes of $500,000,000 with U.S. Bank Trust Company, National Association at 5.750% per annum maturing May 15, 2036.
“Pursuant to the Indenture, on May 15, 2026, the Company issued $500,000,000 aggregate principal amount of Notes.”
Material Agreements
BROADRIDGE FINANCIAL SOLUTIONS, INC. entered into Underwriting Agreement with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the underwriters listed therein valued at $500,000,000 (effective 2026-05-04).
“On May 4, 2026, Broadridge Financial Solutions, Inc. (the “ Company ”) entered into an underwriting agreement (the “ Underwriting Agreement ”) with J.P. Morgan Securities LLC, BofA Securities, Inc., Morgan Stanley & Co. LLC and Wells Fargo Securities, LLC, as representatives of the underwriters listed therein, with respect to the offering and sale in an underwritten public offering (the “ Offering ”) by the Company of $500,000,000 aggregate principal amount of its 5.750% Senior Notes due 2036 (the “ Notes ”).”
Earnings Releases
BROADRIDGE FINANCIAL SOLUTIONS, INC. reported third quarter ended March 31, 2026 results: EPS $2.36. Guidance raised.
“On April 30, 2026, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the third quarter of fiscal year 2026 ended March 31, 2026.”
Ashima Ghei was appointed as Interim Chief Financial Officer at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“Ashima Ghei will serve as Interim Chief Financial Officer of Broadridge, effective July 1, 2024, as the Company conducts a search for a new chief financial officer.”
Edmund Reese departed as Vice President and Chief Financial Officer at BROADRIDGE FINANCIAL SOLUTIONS, INC..
“On May 31, 2024, Edmund Reese, Vice President and Chief Financial Officer of Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”), informed the Company that he is resigning to pursue other career opportunities, effective June 30, 2024.”
Earnings Releases
BROADRIDGE FINANCIAL SOLUTIONS, INC. reported financial results for third quarter ended March 31, 2024.
“On May 8, 2024, Broadridge Financial Solutions, Inc. (“Broadridge” or the “Company”) issued a press release (“Press Release”) announcing its financial results for the third quarter of fiscal year 2024 ended March 31, 2024.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.